When the effective dates for a plan have lapsed and the plan is no longer active, it's recommended to archive it. Upon archiving the plan, the following will happen:
If plans are synced to an integration, the sync will be paused, and data will stop syncing. This ensures that data does not change after the plan is archived.
The plan will appear as an Archived plan in the Plans filter throughout the app, which means it will not be selected by default.
If there are outstanding approvals or payouts, you can filter for the archived plan and continue to run the commission payout process.
To archive a plan in QuotaPath, click 'Plans' on the left-hand navigation bar to access the Plans page.
Then, go to the plan, click the three-dot kebob menu to the right of the plan name, and select 'Archive plan'. After reading the notification in the pop-up modal, click 'Archive plan'.
If you want to re-sync data on an archived plan, you can reactivate it anytime.
To reactivate a plan, go to the Archived tab on the Plans page. Then, go to the plan, click the three-dot kebob menu to the right of the plan name, and select 'Reactivate plan.'
After reading the notification in the pop-up modal, click 'Reactivate plan.' Data will begin syncing again for this plan, and it will reappear under the Active tab on the Plans page.